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Jason Michael Hennessy

Advisor at LPL Financial — Clovis, NM

Updated today

Credentials

Series 66

Experience

18 years

Location

Clovis, NM

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jason Hennessy is a Series 66-licensed financial advisor with LPL Financial, based in Clovis, NM. He has 17 years of industry experience and has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Clovis, NM

Clovis NM

Advisors at this office

1

Most active in

New Mexico · Texas

Work history

18 years of industry experience

LPL Financial, llc

2012 - Present • 14 years

Clovis, NM

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Marissa L

Series 66

Clovis, NM

Edward Jones

Marissa Lucas is a financial advisor with Edward Jones in Clovis, NM, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2019 with a break at American Heritage Bank from 2020 to 2022. Outside of her advisory role, she owns several rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Multi-generational wealth transfer Military & Veterans Intergenerational Families
user avatar

Earl T

Series 63, Series 66

Clovis, NM

Edward Jones

Earl Turvaville is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member and secretary for Lighthouse Mission, Inc., a local rescue mission serving the homeless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branches nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Mason O

Series 66

Clovis, NM

LPL Financial

Mason Odom is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. He has served at LPL Financial since 2021 and has been affiliated with The Bank of Clovis since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)

Alan K

Series 66

Clovis, NM

Edward Jones

Alan Kinlund is a financial advisor at Edward Jones in Clovis, NM, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member at Eastern New Mexico University and is involved in real estate development through a partnership coordinating the building of duplexes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive

Tyler L

CFP®, ChFC®, Series 66

Clovis, NM

Edward Jones

Tyler Lucas is a financial advisor with Edward Jones in Clovis, NM, holding the CFP®, ChFC®, and Series 66 credentials, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Chili's and the City of Clovis. He also serves as an adjunct professor, teaching financial planning courses remotely. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner

Jeremiah J

Series 66

Clovis, NM

Edward Jones

Jeremiah Johnson is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he spent seven years working in educational roles at Allen High School and Van Alstyne High School. Outside of his advisory work, he is a 50% partner in Crittenden Investments LLC, a family business involved in custom home building and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner
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